UFF
ARE icon

USA Financial Formulas’s Alexandria Real Estate Equities ARE Stock Holding History

USA Financial Formulas’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,625
Closed -$403K – 245
2016
Q4 		$403K Buy
+3,625
New +$389K 0.1% 176

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

USA Financial Formulas's ARE Position: Q1 2017 in Review

USA Financial Formulas sold out of Alexandria Real Estate Equities (ARE) in Q1 2017, closing a stake of 3,625 shares — an estimated $403K sold.

USA Financial Formulas first reported a position in ARE in Q4 2016 and held it in 1 quarter. The position peaked at $403K in Q4 2016. 349 funds tracked by Wall St. Rank hold ARE as of Q1 2017.

  • USA Financial Formulas reported no remaining Alexandria Real Estate Equities position as of Q1 2017 after selling out during the quarter.
  • USA Financial Formulas sold 3,625 Alexandria Real Estate Equities shares in Q1 2017, an estimated $403K.
  • USA Financial Formulas first reported a position in Alexandria Real Estate Equities in Q4 2016 and held it in 1 quarter.
  • USA Financial Formulas's Alexandria Real Estate Equities position peaked at $403K in Q4 2016.
  • 349 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2017.

Based on USA Financial Formulas's 13F filing for Q1 2017, filed 15 May 2017.